CCR Wealth Management

  • Financial Services
  • Westborough MA
  • 41 employees
  • Financial Services
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Company Overview

Headquarters
1800 West Park Drive, Suite 150, Westborough MA
Website
ccrwealth.com
Email
db****@ccrwealth.com
Phone
(508) 475-3880
Employees
41
Founded in
1998
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Who is CCR Wealth Management

CCR Wealth Management is a wealth management firm located in Westborough, Massachusetts. The company employs 41 people. CCR Wealth Management offers a range of financial services including customized financial planning, portfolio management, and insurance strategies. Their services are designed for individuals, corporations, and institutions, aiming to help clients achieve both short-term and long-term financial goals. CCR Wealth Management prides itself on providing personalized advice and strategies tailored to each client's unique needs. They offer a variety of investment management solutions and insurance strategies, including group health and life insurance. For inquiries, contact CCR Wealth Management at 1800 West Park Drive, Suite 150 Westborough, MA 01581.

CCR Wealth Management Industry Tags

Financial Planning
Investment Management
Insurance Strategies
Group Retirement Plans
Group Life and Health Insurance
Tax and Estate Coordination
Financial Services
Financial Advisory Services
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FAQ

What is the location of CCR Wealth Management's headquarters?
The headquarters of CCR Wealth Management are situated at 1800 West Park Drive, Suite 150, Westborough MA
What is CCR Wealth Management's phone number?
CCR Wealth Management's contact number is (508) 475-3880.
What is CCR Wealth Management's official website?
The official website of CCR Wealth Management can be found at ccrwealth.com.
What is CCR Wealth Management's current revenue?
As of October 2022, CCR Wealth Management's annual revenue reached $10B.
How many employees does CCR Wealth Management currently have?
CCR Wealth Management employs approximately 41+ people as of October 2022
Which industries is CCR Wealth Management primarily operating in?
CCR Wealth Management operates in the following industries: Finance, Credit
What are CCR Wealth Management's industry tags?
CCR Wealth Management's industry tags include: Financial Planning, Investment Management, Insurance Strategies
When was CCR Wealth Management founded?
CCR Wealth Management was founded in 1998.

Employee Directory

Key Employees

Crystal Giannoulis

Client Service Specialist

Phone Email

John Maher

Chief Investment Officer

Phone Email

Kristin Branchaud

Customer Service Specialist

Phone Email

Jayadevi Singh

Marketing Generalist

Phone Email

Tina Hallenbeck

Senior Employee Benefits Consultant

Phone Email